You can have as many User accounts as you like, but it might be that you do not wish for all your Users to have the same level of access so there are a number of options you can set for users to control their access to EdSmart.
To manage your Users click your User Name at the top right, then click the Settings option in the drop down menu.
You can change the Sort Order by clicking the Sort By Name button, or search for a particular List by entering keywords in the search box and clicking the search button.
Click the Action button to Add a New User, or to Show All and remove the effects of a search.
Click the Edit button at the end of each row to view the detail of a User.
There are two User Roles:
- Administrator - complete access to all of EdSmart's features and configuration. We'd recommend you limit the number people with this 'Access All Areas' permission.
- User - a standard user, they cannot alter EdSmart's configuration (including managing Users), nor can they edit the Form Templates and Workflows.
A User can have their access restricted in three ways:
- They can be configured to only have View access, they'll be able to log into EdSmart and see all the information, but will not be able to add new data or edit existing data - for example, they cannot create a new Slip, nor edit a Student or Contact.
- They can have their access restricted to only Slips they created, or appear on the workflow for. In a busy school, with many Slips being sent, this is a great option to reduce the 'noise' for a particular user so they only see the information relevant to them.
- They can have their access restricted to specific Student Lists, by default this also means their access is restricted to only the Slips they create or appear on the workflow for, as per option 2 above. This is perfect for parent class reps and others who should only have access to very specific groups of students and parents
- Users can be assigned to User Groups, and the above permissions will be controlled via the Group.